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REGENCY WEALTH MANAGEMENT
500 North Franklin Turnpike
Suite 212
Ramsey, New Jersey 7446
Tel: 201-447-5850
About REGENCY WEALTH MANAGEMENT
REGENCY WEALTH MANAGEMENT, formally registered with the SEC as REGENCY WEALTH MANAGEMENT. The firm was established in 01/21/2011. They have over 1 offices throughout the country.
REGENCY WEALTH MANAGEMENT is a Ramsey, New Jersey based Financial Planning firm with nearly $448,324,293 assets under management, offering retirement planning & investment advisory services to 1094 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 131208 |
| SEC# | 801-72134 |
| Assets Managed by Firm | $448,324,293 |
| No. of Clients | 1094 |
| No. of Advisors | 9 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1094 | $448,324,293 |
| Individuals (other than high net worth individuals) | 107 | $50,834,933 |
| High net worth individuals | 142 | $361,617,406 |
| Pension and profit sharing plans | $3,131,492 | |
| Charitable organizations | 8 | $27,243,903 |
| Corporations or other businesses | 9 | $5,496,559 |
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